Purchases and Sales Made in Q1 2024 in Sempra Energy (SRE)
This table provides information about the institutional ownership of Sempra Energy (SRE) during Q1 2024. The information is specifically focused on institutions that hold shares of SEMPRA ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
499+ 7.91% |
$34.6K - $38.4K
|
6.81K
$628K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
485+ 4.88% |
$33.6K - $37.3K
|
10.4K
$961K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
474New |
$32.8K - $36.5K
|
474
$43.7K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
446+ 2.17% |
$30.9K - $34.3K
|
21K
$1.94M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
446+ 8.66% |
$30.9K - $34.3K
|
5.59K
$516K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
441+ 4.49% |
$30.5K - $33.9K
|
10.3K
$947K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
424+ 12.28% |
$29.4K - $32.6K
|
3.88K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
398+ 4.38% |
$27.6K - $30.6K
|
9.5K
$876K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
391+ 0.18% |
$27.1K - $30.1K
|
220K
$20.3M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
374+ 7.92% |
$25.9K - $28.8K
|
5.09K
$470K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
373+ 11.34% |
$25.8K - $28.7K
|
3.66K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
367+ 173.11% |
$25.4K - $28.2K
|
579
$53.4K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
366+ 0.88% |
$25.3K - $28.2K
|
42.1K
$3.89M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
357+ 4.23% |
$24.7K - $27.5K
|
8.8K
$812K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
355+ 32.87% |
$24.6K - $27.3K
|
1.44K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
353+ 11.18% |
$24.4K - $27.2K
|
3.51K
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
349+ 0.88% |
$24.2K - $26.9K
|
39.9K
$3.68M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
342+ 12.28% |
$23.7K - $26.3K
|
3.13K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
342New |
$23.7K - $26.3K
|
342
$31.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
336New |
$23.3K - $25.9K
|
336
$31K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
326+ 11.23% |
$22.6K - $25.1K
|
3.23K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
314+ 5.12% |
$21.7K - $24.2K
|
6.45K
$595K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
312+ 12.34% |
$21.6K - $24K
|
2.84K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
309+ 9.5% |
$21.4K - $23.8K
|
3.56K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
305+ 4.06% |
$21.1K - $23.5K
|
7.82K
$722K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
300+ 5.84% |
$20.8K - $23.1K
|
5.43K
$502K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
297+ 1.69% |
$20.6K - $22.9K
|
17.9K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
293+ 7.79% |
$20.3K - $22.5K
|
4.05K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
293+ 17.84% |
$20.3K - $22.5K
|
1.94K
$179K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
291+ 3.43% |
$20.1K - $22.4K
|
8.77K
$810K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
291+ 4.58% |
$20.1K - $22.4K
|
6.64K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
282+ 178.48% |
$19.5K - $21.7K
|
440
$40.6K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
282+ 6.46% |
$19.5K - $21.7K
|
4.64K
$429K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
280+ 3.93% |
$19.4K - $21.5K
|
7.4K
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
232+ 3.9% |
$16.1K - $17.9K
|
6.18K
$571K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
223+ 0.32% |
$15.4K - $17.2K
|
69.6K
$6.43M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
222New |
$15.4K - $17.1K
|
222
$20.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
220+ 7.81% |
$15.2K - $16.9K
|
3.04K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
217+ 67.6% |
$15K - $16.7K
|
538
$49.7K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
214+ 0.72% |
$14.8K - $16.5K
|
30K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
208+ 0.87% |
$14.4K - $16K
|
24.1K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 3.24% |
$14.2K - $15.8K
|
6.54K
$603K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
205+ 0.15% |
$14.2K - $15.8K
|
139K
$12.8M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
204+ 22.67% |
$14.1K - $15.7K
|
1.1K
$102K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
203+ 6.77% |
$14.1K - $15.6K
|
3.2K
$296K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 1.99% |
$13.8K - $15.4K
|
10.3K
$946K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
199+ 5.27% |
$13.8K - $15.3K
|
3.97K
$367K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
199+ 0.93% |
$13.8K - $15.3K
|
21.6K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
194+ 0.27% |
$13.4K - $14.9K
|
71.9K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
193+ 17.02% |
$13.4K - $14.9K
|
1.33K
$122K
|